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      Introduction to Managed Questionnaires

      Leverage Managed Questionnaires to save time, reduce manual effort, and ensure regulatory alignment.

      Introduction to Managed Questionnaires

      Leverage Managed Questionnaires to save time, reduce manual effort, and ensure regulatory alignment.

      Managed Questionnaires are pre-configured templates designed to simplify and standardize your ongoing compliance outreach. These templates help reduce manual work, align your program with regulations, and ensure consistent data collection across accounts.

      Green Check currently offers three Managed Questionnaires, each designed to support a key compliance workflow. Additional templates may be introduced in the future based on regulatory needs and customer feedback.

      💡 Have a template request? Email us at product@greencheckverified.com.

      Available Managed Questionnaires

      You can use Managed Questionnaires by selecting "Clone from Template" when creating a new questionnaire. For two of the templates (Sales Upload Reminder and Unverified Sales), you can also set a custom name and frequency.

       

      Managed Questionnaire Description How It Works Link
      Beneficial Ownership Collects required BO information for compliance

       

      Tied to a Due Diligence Template and sent automatically during the CRB invite process

       

      		 Learn more →
      Sales Upload Reminder Reminds CRBs to upload their POS sales regularly

       

      Clone from Template and set custom name & frequency

       

      		 Learn more →
      Unverified Sales Questionnaire Flags unverified or out-of-compliance sales for CRB review

       

      Clone from Template and set custom name & frequency

       

      		 Learn more →

      🚧 Coming Soon: You’ll be able to clone and customize Beneficial Ownership templates, set ownership thresholds, and select which Due Diligence Template is tied to which BO questionnaire.

      ✅ Benefits of Using Managed Questionnaires

      • Always Up-to-Date: Maintained by Green Check’s compliance team to reflect regulatory changes.

      • Reduced Maintenance: No need to edit or update templates manually—Green Check takes care of it.

      • Centralized Reporting: Responses are automatically collected into your existing questionnaire reporting tools.

      🔁 How Updates Work

      • Version Control: CRBs using previous versions will retain them. New invites automatically use the latest version.

      FAQs

      1. Can I customize Managed Questionnaires?
      Managed Templates are non-editable to maintain compliance alignment. However, fields and schedules can be viewed in the Settings > Questionnaires tab. For Sales Upload and Unverified Sales templates, you can customize the name and frequency.

      2. What happens when regulations change?
      Green Check updates Managed Questionnaires automatically. All new CRB distributions will use the latest version without action needed on your part.

      3. Are Managed Questionnaires always sent on schedule?
      Not necessarily. Managed Questionnaires with assigned frequencies—such as Sales Upload Reminder and Unverified Sales—will be suppressed (not sent) if there is no relevant activity during the scheduled time period.

      • Sales Upload Reminder will be suppressed if sales have already been uploaded for that timeframe.

      • Unverified Sales Questionnaire will be suppressed if there are no unverified sales during the period.

      This smart delivery logic ensures CRBs only receive questionnaires when action is needed, reducing unnecessary outreach and improving engagement.